Base salary not specified; + compensation may incl...
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Structured investments knowledge
Trade execution accuracy
Pre-trade suitability review
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Chartwell Investment Partners is seeking a Structured Investments Trading & Operations Analyst to support the operations and trading functions for their Raymond James Structured Investments Platform. The role involves managing trade execution, providing exceptional service to financial advisors, and implementing process improvements.
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Job Summary
The role is responsible for facilitating the operational and trading functions of the Raymond James Structured Investments platform including trade execution and reporting.
Candidates must possess knowledge of banking principles, financial markets, and specific structured investment products like Market-Linked Notes and CDs.
The position offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.
Matching Summary
Match Score: 75
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Chartwell Investment Partners is seeking a Structured Investments Trading & Operations Analyst to support the operations and trading functions for their Raymond James Structured Investments Platform. The role involves managing trade execution, providing exceptional service to financial advisors, and implementing process improvements.
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Salary
Base salary not specified; Additional compensation may include cash or equity; Eligible for discretionary bonuses and commissions
Skills & Requirements
Must-have
Structured Investments knowledge
Trade execution accuracy
Pre-trade suitability review
Risk mitigation analysis
Stakeholder communication
Nice-to-have
Process improvement initiative
Database design concepts
Data visualization tools
Collaborative team environment
High volume phone system handling
Key Requirements
Bachelor's Degree in Finance or Business Administration
Minimum one year financial services experience
FINRA Series 7 license or ability to obtain within six months